Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling.
Join our privately-held, multi-billion dollar, global investment firm to put our clients first and better the investment universe.
The Opportunity :
You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success.
This onsite position is located in Plano, WA.
The Day-to-Day :
Be the voice of Fisher Investments to prospective clients
Review prospects' personal financial situation and provide solutions
Educate prospective clients on the competitive landscape
Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management
No travel required as this position is focused on phone-based sales or virtual connections
Your Qualifications :
2+ years experience working in financial services
FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred
Multi-year track record of success driving results
Success persuading and educating prospects
Compensation :
This role offers uncapped performance-based compensation where average earnings normally reach mid six figures within three to four years
Why Fisher Investments :
We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like :
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Financial Services Vice President of Sales
Calling all financial professionals looking for a role 100% focused on sales! Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. You will be supported by a dedicated team that provides sales support, client service, marketing, ...
Vice President of Devlopment
Minimum 10 years' nonprofit Development experience, five of which must be at the Major Gifts Officer or Development Director level or successful fundraising with some experience in annual fund and/or membership programs for all levels of donors; previous management experience a plus; experience in g...
Senior Vice President of Sales
Proficiency in Microsoft Office products including Word, PowerPoint, and Excel. As a member of the Everise family, you will be part of a global experience company that believes in being people-first, celebrating diversity and incubating innovation. Build a predictable pipeline of new business to gen...
Vice President of Human Resources
The successful VP HR in the Americas requires a blend of strong emotional intelligence, analytical acumen, composure, and confident, clear communication abilities at all levels of the organization. As a crucial liaison across all levels of the organization, the candidate in this role must possess th...
Regional Vice President of Fitness
EōS Fitness is looking for a Regional Vice President of Fitness. As a Regional Vice President, you must be a born leader and mentor, love travel, have a proven ability to exceed goals, and have the ability to stay organized in a fast-paced growing environment. Department Purpose: Inspiring our membe...
Senior Sales Representative
Have 5 years of direct B2B sales experience with a proven track record of meeting and exceeding sales targets. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. The Senior Sales Representative role offers growth potential opp...
Vice President of Information Technology
The Vice President of Information Technology at Tandy Leather is responsible for all aspects of systems, hardware, infrastructure, security, data management and more. Vice President of Information Technology. Conduct regular assessments of our cybersecurity controls and report to the Board of Direct...
Business Development Vice President, Sales - Retail Vertical (Remote)
Successful candidates will bring a strong knowledge of digital and data-driven MarTech/AdTech; understanding of the challenges facing retail marketers; and a pattern of successfully developing and closing enterprise-level sales opportunities. The Vice President of Business Development will have the ...
Vice President of Product Management- CPG
We are looking for a talented product management professional to join the Epsilon product management team in the role of VP of Product Management, Vertical Solutions, CPG. Work with marketing and sales to drive vertical customization of product positioning, case studies and marketing collateral that...
Assistant Vice President, Internal Audit - Financial Crimes Compliance
Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. The IA Financial Crimes Compliance Senior Auditor is an intermediate level role responsible for performing moderately complex audits and assessments of Citi’s risk and ...